myaiforone 1.1.47 → 1.1.49

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Files changed (121) hide show
  1. package/.claude/commands/setup.md +27 -0
  2. package/agents/platform/gym/CLAUDE.md +17 -17
  3. package/agents/platform/gym/ai-gym-curriculum-framework.md +101 -0
  4. package/agents/platform/gym/programs/32-claude-shortcut-hacks-for-faster-prompts/program.json +57 -0
  5. package/agents/platform/gym/programs/7-claude-cowork-skills-every-accountant-should-install/program.json +154 -0
  6. package/agents/platform/gym/programs/accounting-firm-20-to-35-margin/program.json +57 -0
  7. package/agents/platform/gym/programs/ai-proof-your-accounting-firm-s-tech-stack/program.json +128 -0
  8. package/agents/platform/gym/programs/ai-tools-onboarding-your-personal-writing-assistant/program.json +521 -0
  9. package/agents/platform/gym/programs/best-ai-apps-accounting-firm-2026/program.json +58 -0
  10. package/agents/platform/gym/programs/brand-your-excel-workbook-with-claude-ai/program.json +276 -0
  11. package/agents/platform/gym/programs/brock-beyer-automate-allocations-claude-cowork/program.json +126 -0
  12. package/agents/platform/gym/programs/brock-beyer-start-adopting-ai-accounting/program.json +116 -0
  13. package/agents/platform/gym/programs/build-a-revenue-first-budget-model-for-your-consulting-firm/program.json +116 -0
  14. package/agents/platform/gym/programs/build-your-first-ai-agent-as-a-finance-professional/program.json +140 -0
  15. package/agents/platform/gym/programs/choose-the-right-ai-model-for-finance-work/program.json +140 -0
  16. package/agents/platform/gym/programs/claude-cowork-setup-done-in-1-hour/program.json +276 -0
  17. package/agents/platform/gym/programs/claude-mastery-weekend-by-ruben-hassid/program.json +341 -0
  18. package/agents/platform/gym/programs/financial-modeling-with-claude-as-a-cfo/program.json +492 -0
  19. package/agents/platform/gym/programs/get-real-value-from-agentic-ai-finance-accounting/program.json +112 -0
  20. package/agents/platform/gym/programs/how-to-ai-proof-your-firm-s-tech-stack/program.json +109 -0
  21. package/agents/platform/gym/programs/how-to-build-a-monthly-fp-a-planning-system-in-claude/program.json +195 -0
  22. package/agents/platform/gym/programs/how-to-get-your-ai-built-app-on-the-internet/program.json +96 -0
  23. package/agents/platform/gym/programs/how-to-turn-a-p-l-into-a-board-ready-capital-allocation-deck-with-claude/program.json +159 -0
  24. package/agents/platform/gym/programs/how-to-use-ai-to-stress-test-your-ideas-and-strategies/program.json +135 -0
  25. package/agents/platform/gym/programs/how-to-use-claude-4x-faster-with-wispr-flow/program.json +230 -0
  26. package/agents/platform/gym/programs/launch-an-internal-ai-knowledge-sharing-channel-for-your-finance-team/program.json +127 -0
  27. package/agents/platform/gym/programs/module-0-setup-your-portfolio/program.json +357 -0
  28. package/agents/platform/gym/programs/module-1-using-ai-to-gain-knowledge-find-information/program.json +357 -0
  29. package/agents/platform/gym/programs/module-2-using-ai-to-communicate/program.json +396 -0
  30. package/agents/platform/gym/programs/module-3-using-ai-to-analyze-review-validate/program.json +396 -0
  31. package/agents/platform/gym/programs/module-4-using-ai-to-improve-manual-tasks/program.json +500 -0
  32. package/agents/platform/gym/programs/module-5-using-ai-to-build-applications-tools-dashboards/program.json +461 -0
  33. package/agents/platform/gym/programs/module-6-do-it-all-in-10-minutes-with-myaiforone/program.json +282 -0
  34. package/agents/platform/gym/programs/month-end-close-bank-ar-ap-credit-card-reconciliation/program.json +88 -0
  35. package/agents/platform/gym/programs/month-end-close-draft-adjusting-journal-entries/program.json +88 -0
  36. package/agents/platform/gym/programs/month-end-close-finalize-with-a-signed-close-memo/program.json +88 -0
  37. package/agents/platform/gym/programs/month-end-close-generate-financial-statements/program.json +88 -0
  38. package/agents/platform/gym/programs/month-end-close-package-workpapers-for-review/program.json +88 -0
  39. package/agents/platform/gym/programs/month-end-close-pull-data-from-quickbooks-or-xero/program.json +88 -0
  40. package/agents/platform/gym/programs/month-end-close-write-variance-commentary/program.json +88 -0
  41. package/agents/platform/gym/programs/set-up-and-use-claude-inside-excel-for-finance-work/program.json +127 -0
  42. package/agents/platform/gym/programs/set-up-the-bank-reconciliation-skill-in-claude-cowork/program.json +96 -0
  43. package/agents/platform/gym/programs/set-up-the-budget-vs-actuals-reporter-skill-in-claude-cowork/program.json +96 -0
  44. package/agents/platform/gym/programs/set-up-the-depreciation-scheduler-skill-in-claude-cowork/program.json +96 -0
  45. package/agents/platform/gym/programs/set-up-the-invoice-receipt-extraction-skill-in-claude-cowork/program.json +96 -0
  46. package/agents/platform/gym/programs/set-up-the-missing-docs-tracker-skill-in-claude-cowork/program.json +96 -0
  47. package/agents/platform/gym/programs/set-up-the-month-end-close-checklist-skill-in-claude-cowork/program.json +96 -0
  48. package/agents/platform/gym/programs/set-up-the-workpaper-populator-skill-in-claude-cowork/program.json +96 -0
  49. package/agents/platform/gym/programs/setting-up-claude-in-excel/program.json +250 -0
  50. package/agents/platform/gym/programs/speed-up-claude-cowork-4x-with-voice-dictation/program.json +135 -0
  51. package/agents/platform/gym/programs/the-4-hidden-kpis-killing-your-cpa-firm-s-margins/program.json +116 -0
  52. package/agents/platform/gym/programs/the-ai-implementation-playbook-for-functional-leaders/program.json +109 -0
  53. package/agents/platform/gym/programs/treat-ai-like-staff-a-practical-guide-to-using-agentic-ai-tools/program.json +151 -0
  54. package/agents/platform/gym/programs/treat-ai-like-staff-using-agentic-ai-tools-effectively/program.json +140 -0
  55. package/agents/platform/gym/programs/turn-any-youtube-video-into-a-viral-cheatsheet-with-ai/program.json +83 -0
  56. package/agents/platform/gym/programs/two-ai-power-moves-most-people-overlook/program.json +125 -0
  57. package/agents/platform/gym/programs/understanding-rag-based-ai-for-business/program.json +128 -0
  58. package/agents/platform/gym/programs/vibecoding-your-first-dev-environment-setup/program.json +237 -0
  59. package/agents/platform/gym/programs/why-ai-fails-without-a-finance-operating-system/program.json +116 -0
  60. package/agents/platform/gym/programs/why-documentation-is-the-1-factor-for-ai-implementation-success/program.json +184 -0
  61. package/agents/platform/gym/programs/your-first-60-minutes-with-claude-for-finance/program.json +140 -0
  62. package/agents/platform/gym/projects/finance-guides/project.json +8 -0
  63. package/agents/platform/gym/projects/finance-guides/series/claude-cowork.json +8 -0
  64. package/agents/platform/gym/projects/ore-phillips-guides/project.json +8 -0
  65. package/agents/platform/gym/projects/ore-phillips-guides/series/ai-in-finance-intro-to-using-ai.json +8 -0
  66. package/agents/platform/gym/projects/public/project.json +8 -0
  67. package/agents/platform/gym/projects/unofficial-guides-from-alyona-mysko-s-li-posts/project.json +8 -0
  68. package/agents/platform/gym/projects/unofficial-guides-from-angela-y-liu-s-li-posts/project.json +8 -0
  69. package/agents/platform/gym/projects/unofficial-guides-from-brock-beyer-s-li-posts/project.json +8 -0
  70. package/agents/platform/gym/projects/unofficial-guides-from-devon-coombs-li-posts/project.json +8 -0
  71. package/agents/platform/gym/projects/unofficial-guides-from-em-daigle-s-li-posts/project.json +8 -0
  72. package/agents/platform/gym/projects/unofficial-guides-from-josh-staats-li-posts/project.json +8 -0
  73. package/agents/platform/gym/projects/unofficial-guides-from-mohamed-muse-said-s-li-posts/project.json +8 -0
  74. package/agents/platform/gym/projects/unofficial-guides-from-nathan-mapp-s-li-posts/project.json +8 -0
  75. package/agents/platform/gym/projects/unofficial-guides-from-nathan-saperia-s-li-posts/project.json +8 -0
  76. package/agents/platform/gym/projects/unofficial-guides-from-ruben-hassid-s-li-posts/project.json +8 -0
  77. package/agents/platform/gym/projects/unofficial-guides-from-sowmya-ranganathan-s-li-posts/project.json +8 -0
  78. package/agents/platform/gym/projects/unofficial-guides-from-wouter-born-s-li-posts/project.json +8 -0
  79. package/bin/cli.js +30 -1
  80. package/dist/gym/activity-digest.js +9 -9
  81. package/dist/gym/activity-digest.js.map +1 -1
  82. package/dist/gym/dimension-scorer.d.ts +20 -13
  83. package/dist/gym/dimension-scorer.d.ts.map +1 -1
  84. package/dist/gym/dimension-scorer.js +22 -15
  85. package/dist/gym/dimension-scorer.js.map +1 -1
  86. package/dist/gym/gym-router.d.ts.map +1 -1
  87. package/dist/gym/gym-router.js +455 -1
  88. package/dist/gym/gym-router.js.map +1 -1
  89. package/dist/gym/index.d.ts +1 -1
  90. package/dist/gym/index.d.ts.map +1 -1
  91. package/dist/gym/index.js +1 -1
  92. package/dist/gym/index.js.map +1 -1
  93. package/dist/web-ui.d.ts.map +1 -1
  94. package/dist/web-ui.js +16 -6
  95. package/dist/web-ui.js.map +1 -1
  96. package/docs/ai-gym-architecture.md +19 -19
  97. package/docs/ai-gym-build-plan.md +5 -5
  98. package/docs/user-guide.md +36 -3
  99. package/package.json +1 -1
  100. package/public/admin.html +49 -29
  101. package/public/api-docs.html +12 -1
  102. package/public/gym.html +217 -27
  103. package/public/home2.html +1009 -118
  104. package/public/index.html +1 -1
  105. package/public/mcp-docs.html +13 -0
  106. package/public/nav-toggle.js +34 -0
  107. package/server/mcp-server/dist/index.js +122 -1
  108. package/server/mcp-server/dist/lib/api-client.d.ts +11 -0
  109. package/server/mcp-server/dist/lib/api-client.js +12 -0
  110. package/server/mcp-server/index.ts +134 -1
  111. package/server/mcp-server/lib/api-client.ts +13 -0
  112. package/src/gym/activity-digest.ts +9 -9
  113. package/src/gym/dimension-scorer.ts +26 -19
  114. package/src/gym/gym-router.ts +459 -1
  115. package/src/gym/index.ts +3 -3
  116. package/src/web-ui.ts +16 -6
  117. package/agents/platform/gym/programs/32-claude-shortcut-hacks/program.json +0 -336
  118. package/agents/platform/gym/programs/ai-tools-onboarding/program.json +0 -202
  119. package/agents/platform/gym/programs/claude-cowork-setup/program.json +0 -210
  120. package/agents/platform/gym/programs/claude-mastery-weekend/program.json +0 -260
  121. package/agents/platform/gym/programs/using-myaiforone/program.json +0 -229
@@ -243,6 +243,33 @@ EOF
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  cat > "$APP_PATH/Contents/MacOS/AIforOne" << 'EOF'
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  #!/bin/bash
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+ export PATH="/usr/local/bin:/opt/homebrew/bin:/usr/bin:/bin:$PATH"
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+
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+ # Check if already running
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+ if curl -s --max-time 2 http://localhost:4888/health 2>/dev/null | grep -q "ok"; then
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+ open "http://localhost:4888"
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+ exit 0
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+ fi
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+
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+ # Not running — try launchctl first
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+ PLIST="$HOME/Library/LaunchAgents/com.agenticledger.channelToAgentToClaude.plist"
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+ if [ -f "$PLIST" ]; then
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+ launchctl load "$PLIST" 2>/dev/null
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+ else
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+ # Fallback: start via npx (detached)
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+ nohup npx myaiforone@latest > /dev/null 2>&1 &
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+ fi
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+
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+ # Wait for health (up to 30s)
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+ for i in $(seq 1 30); do
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+ if curl -s --max-time 2 http://localhost:4888/health 2>/dev/null | grep -q "ok"; then
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+ open "http://localhost:4888"
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+ exit 0
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+ fi
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+ sleep 1
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+ done
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+
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+ # Timeout — open anyway, user will see loading
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  open "http://localhost:4888"
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  EOF
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@@ -46,15 +46,15 @@ No clarifying questions. Execute immediately using the specified tools.
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  ### Guide Generation (all modes)
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  After any substantive session: `create_gym_guide` with title, description, steps, dimensions, difficulty. Ask user to review. Publish as skill via `create_skill` when appropriate.
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- ## The 5 Dimensions (1–5 scale, 0 = unassessed)
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+ ## The 5 Dimensions — "Using AI for:" (1–5 scale, 0 = unassessed)
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- | Dimension | Measures |
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- |-----------|----------|
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- | **Application** | Using agents for real work, right agent for job, iterating on results |
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- | **Communication** | Prompt quality, context loading, course correction, prompt evolution |
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- | **Knowledge** | Understands agents/tools/MCPs/memory conceptually, can troubleshoot |
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- | **Orchestration** | Multi-agent workflows, cron/goals, projects, delegation chains |
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- | **Craft** | Creates/tunes agents: system prompts, tool curation, MCPs, workspaces |
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+ | Dimension | Key | Measures |
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+ |-----------|-----|----------|
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+ | **Gaining Knowledge** | knowledge | Using AI to research, find information, learn concepts, evaluate answers |
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+ | **Communication** | communication | Prompting AI effectively, using AI to write for others, multi-channel content |
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+ | **Analysis, Reviews and Validation** | analysis | Using AI to check work, compare options, validate data, review documents |
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+ | **Automating Manual Tasks** | automation | Delegating repetitive tasks, multi-step workflows, goals/cron, orchestration |
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+ | **Building Applications, Tools and Dashboards** | building | Creating tools, apps, dashboards with AI; agent configs, MCP integrations |
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  Assess from observed activity, not self-report. Call `snapshot_dimensions` after any score update.
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@@ -86,15 +86,15 @@ Same full MCP access as @hub — agents, tasks, projects, automations, skills, M
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  | Gap | Recommend |
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  |-----|-----------|
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- | Low Application (<2) | On-the-job training with real tasks |
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- | Low Communication (<2) | Prompt Engineering program |
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  | Low Knowledge (<2) | Getting Started program |
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- | Low Orchestration (<2) | Automations Mastery program |
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- | Low Craft (<2) | Agent Building program |
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+ | Low Communication (<2) | Prompt Engineering program |
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+ | Low Analysis (<2) | On-the-job training: ask AI to review real documents |
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+ | Low Automation (<2) | Automations Mastery program |
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+ | Low Building (<2) | Agent Building program |
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  | All low | Getting Started first, then reassess |
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  | All 3+ | Advanced programs or on-the-job challenges |
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- Priority order when multiple gaps: Knowledge → ApplicationCommunicationCraftOrchestration
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+ Priority order when multiple gaps: Knowledge → CommunicationAnalysisAutomationBuilding
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  ## Verification Methods
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@@ -138,11 +138,11 @@ Heuristic digest (6am) handles scoring by rules and template cards. Your job: ac
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  7. `get_gym_progress` — program completion
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  ### Score each dimension:
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- - **Application**: real work vs. test messages, right agent used, results iterated, conversations concluded
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- - **Communication**: prompt specificity, context loaded, correction quality, prompt evolution over time
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  - **Knowledge**: correct concept use, feature awareness, troubleshooting ability, program completion depth
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- - **Orchestration**: active automations (lastRun exists), cross-agent workflows, project usage, cron sophistication
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- - **Craft**: system prompt quality, tool curation intentionality, MCP fit to purpose, workspace specificity, design iteration
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+ - **Communication**: prompt specificity, context loaded, correction quality, prompt evolution over time
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+ - **Analysis**: using AI to review/validate work, structured analysis, data checking, QA patterns
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+ - **Automation**: active automations (lastRun exists), cross-agent workflows, project usage, cron sophistication
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+ - **Building**: system prompt quality, tool curation intentionality, MCP fit to purpose, workspace specificity, design iteration
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  ### Synthesize:
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  - Note where your scores differ from heuristic and why
@@ -0,0 +1,101 @@
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+ # AI Gym Curriculum Framework
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+
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+ ## Philosophy
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+
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+ The goal is not to learn AI — the goal is to **use AI**. Every dimension answers: "What did you USE AI to DO?"
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+
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+ Each module progresses through 4 levels (university model):
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+ - **101** = You + AI, one-shot, manual
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+ - **201** = You + AI, multi-step, structured
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+ - **301** = AI runs it with your design, automated
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+ - **401** = AI systems that operate independently, production-grade
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+
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+ ---
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+
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+ ## Module 1: Using AI to Gain Knowledge & Find Information
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+
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+ | Level | Core Idea | Focus |
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+ |---|---|---|
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+ | **101** | Ask AI questions | Chat with AI to get answers, replace basic Googling, learn to evaluate AI responses |
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+ | **201** | Research with AI | Multi-step research, comparing sources, follow-up questioning, summarizing long documents |
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+ | **301** | Structured knowledge systems | RAG, knowledge bases, feeding AI your own data, building searchable archives |
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+ | **401** | Autonomous knowledge agents | Agents that monitor, curate, and surface information proactively (news digests, competitive intel, trend alerts) |
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+
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+ ---
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+
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+ ## Module 2: Using AI to Communicate
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+
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+ | Level | Core Idea | Focus |
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+ |---|---|---|
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+ | **101** | Talk to AI effectively | Prompting fundamentals — clear instructions, context-giving, iterating on outputs |
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+ | **201** | Use AI to write for others | Draft emails, proposals, reports, social posts — AI as your writing partner |
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+ | **301** | Multi-channel AI communication | AI across Slack, email, LinkedIn, client-facing docs — tone/audience adaptation, templates |
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+ | **401** | AI as communication strategist | Content calendars, audience segmentation, brand voice systems, automated outreach pipelines |
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+
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+ **Note:** This dimension intentionally covers BOTH communicating WITH AI (101) and using AI to communicate WITH OTHERS (201+).
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+
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+ ---
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+
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+ ## Module 3: Using AI to Analyze, Review & Validate
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+
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+ | Level | Core Idea | Focus |
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+ |---|---|---|
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+ | **101** | Ask AI to check your work | Paste in a doc/spreadsheet/email, ask "what's wrong?" — basic review and proofreading |
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+ | **201** | Structured analysis | Compare options, pros/cons, financial reviews, data validation, gap analysis |
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+ | **301** | AI-powered QA workflows | Checklists, compliance checks, audit prep, systematic review processes with AI |
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+ | **401** | Autonomous validation pipelines | Agents that continuously monitor, flag anomalies, and validate data integrity across systems |
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+
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+ ---
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+
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+ ## Module 4: Using AI to Improve Manual Tasks (Process Execution)
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+
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+ | Level | Core Idea | Focus |
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+ |---|---|---|
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+ | **101** | Delegate a task to AI | Hand AI a single repetitive task — reformatting, data entry, cleanup, sorting |
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+ | **201** | Multi-step process delegation | Chain steps together — AI handles a full workflow (e.g., reconcile → categorize → report) |
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+ | **301** | Orchestration | Goals, scheduled tasks, cron jobs — AI runs processes on autopilot without you asking |
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+ | **401** | Multi-agent process systems | Multiple agents collaborating on complex processes, delegation chains, exception handling |
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+
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+ **The test:** If you delete it after it runs, it was Module 4 (process). If it lives on and gets reused, it's Module 5 (asset).
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+
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+ ---
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+
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+ ## Module 5: Using AI to Build Applications, Tools & Dashboards (Asset Building)
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+
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+ | Level | Core Idea | Focus |
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+ |---|---|---|
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+ | **101** | Build a simple tool with AI | Use AI to create a calculator, template, or simple utility — your first "vibe code" |
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+ | **201** | Build functional apps | Full applications with UI, data, and logic — AI as your developer |
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+ | **301** | Integrate and connect | MCP configs, API integrations, tools that pull live data from real systems |
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+ | **401** | Production systems | Deployed apps, multi-user tools, monitoring, maintenance — assets that run your business |
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+
72
+ ---
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+
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+ ## Curriculum Grid
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+
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+ 5 modules x 4 levels = **20 course slots**. Each slot contains 5 programs = **100 programs at full buildout**.
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+
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+ ---
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+
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+ ## Mapping from Old Dimensions
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+
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+ | Old Dimension | New Home | Notes |
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+ |---|---|---|
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+ | Knowledge | Module 1 | Direct fit |
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+ | Communication | Module 2 | Shifted: was "prompting skill", now covers both prompting (101) and communicating with others (201+) |
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+ | Application | Dissolved | Becomes an engagement metric across all 5, not its own dimension |
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+ | Craft | Module 5 | Building things |
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+ | Orchestration | Module 4 at 301+ | Advanced process execution |
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+ | Analyze/Review | Module 3 | **Net new** — no old dimension covered this |
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+
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+ ---
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+
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+ ## Scoring Signals (for dimension-scorer)
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+
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+ | Dimension Key | Label | What to Measure |
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+ |---|---|---|
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+ | `knowledge` | Gaining Knowledge | Program completions + gym engagement + topic breadth |
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+ | `communication` | Communication | Messages involving content creation tools (Write, Edit) + communication MCPs (Slack, email, LinkedIn) |
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+ | `analysis` | Analysis, Reviews & Validation | Read/Grep/Glob tool usage + review-oriented conversations + data MCPs (Plaid, QBO) |
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+ | `automation` | Automating Manual Tasks | Cron/goals setup + automation patterns + repeated task delegation |
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+ | `building` | Building Apps, Tools & Dashboards | Agent creation + MCP configs + system prompts + workspace setups + Bash usage |
@@ -0,0 +1,57 @@
1
+ {
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+ "id": "32-claude-shortcut-hacks-for-faster-prompts",
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+ "slug": "32-claude-shortcut-hacks-for-faster-prompts",
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+ "title": "32 Claude Shortcut Hacks for Faster Prompts",
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+ "description": "A practical training program to master Claude prompt shortcuts.",
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+ "coverImage": null,
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+ "sourceUrl": null,
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+ "tier": "free",
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+ "personas": [],
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+ "globalInfo": null,
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+ "tags": [],
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+ "modules": [
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+ {
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+ "id": "module-0",
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+ "title": "Simplify and Summarize",
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+ "description": "Learn to instantly control how complex or concise a response is.",
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+ "order": 0,
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+ "agentInstructions": null,
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+ {
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+ "id": "step-0-0",
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+ "title": "/ELI5 - Explain Like I'm 5",
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+ "order": 0,
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+ "type": "self-report",
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+ "content": "Add /ELI5 at the start of any prompt to get a simple, jargon-free explanation.",
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+ "isCritical": false,
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+ {
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+ "id": "7-claude-cowork-skills-every-accountant-should-install",
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+ "slug": "7-claude-cowork-skills-every-accountant-should-install",
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+ "title": "7 Claude Cowork Skills Every Accountant Should Install",
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+ "description": "Install 7 ready-made Claude skills that handle common accounting workflows — from tax workpapers to depreciation schedules.",
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+ "coverImage": null,
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+ "sourceUrl": null,
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+ "tier": "free",
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+ "personas": [],
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+ "tags": [
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+ "AI",
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+ "Accounting",
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+ "Claude",
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+ "Skills",
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+ "Automation"
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+ ],
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+ "isActive": true,
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+ "sourceId": "25f48ef6-ccbe-47fb-8bb7-be03ca22b568",
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+ "projectSlug": "unofficial-guides-from-mohamed-muse-said-s-li-posts",
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+ "alex",
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+ "jordan",
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+ "morgan",
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+ "riley",
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+ "sam"
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+ ],
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+ "createdAt": "2026-04-19T01:53:40.623Z",
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+ "updatedAt": "2026-04-19T01:53:40.623Z",
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+ "modules": [
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+ "id": "66a6ae24-c8ac-463d-b4fa-90527fafe5ca",
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+ "title": "Steps",
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+ "description": "",
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+ "order": 0,
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+ "steps": [
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+ {
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+ "id": "27269d7d-64d9-4d37-9744-93e08119f06f",
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+ "title": "Understand what Claude Skills are and why they matter",
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+ "order": 1,
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+ "type": "self-report",
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+ "content": "Skills are reusable markdown files that give Claude pre-built instructions for specific tasks. Instead of re-prompting every time, you load a skill and it executes immediately. Less context to send, fewer tokens used, faster and more consistent results.",
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+ "isCritical": false,
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+ "personaVariations": {},
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+ "attachments": [],
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+ },
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+ {
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+ "id": "5d48cc68-506c-482a-8581-2c9d996d6995",
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+ "title": "Install the Month-End Close Agent skill",
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+ "order": 2,
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+ "type": "self-report",
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+ "content": "This skill handles the full close pipeline: pull data, reconcile, draft entries, produce statements, write commentary, package workpapers, and finalize the close memo. Run the whole pipeline or just the piece you need.",
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+ "isCritical": false,
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+ "personaVariations": {},
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+ "trainerVariations": {},
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+ "attachments": [],
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+ "isVisible": true,
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+ },
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+ {
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+ "id": "f7121f9c-fdba-41db-87cf-ff498461f25c",
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+ "title": "Install the Tax Workpaper Populator skill",
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+ "order": 3,
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+ "type": "self-report",
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+ "content": "This skill takes source tax documents and populates your workpaper template automatically. It reads through PDFs, extracts the relevant data points, and drops them into the right fields.",
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+ "isCritical": false,
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+ "personaVariations": {},
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+ "trainerVariations": {},
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+ "attachments": [],
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+ "isVisible": true,
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+ "verification": "self-report"
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+ },
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+ {
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+ "id": "294e09a6-199a-4783-ab70-46c801febb98",
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+ "title": "Install the Budget vs. Actuals Reporter skill",
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+ "order": 4,
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+ "type": "self-report",
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+ "content": "This skill pulls your budget and actuals, calculates variances, and writes commentary explaining what drove each significant difference. Output is ready for management review.",
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+ "isCritical": false,
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+ "personaVariations": {},
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+ "trainerVariations": {},
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+ "attachments": [],
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+ "isVisible": true,
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+ "verification": "self-report"
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+ },
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+ {
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+ "id": "22ac24a6-d4d9-42f4-955e-d1c7f3aed898",
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+ "title": "Install the Missing Documents Tracker skill",
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+ "order": 5,
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+ "type": "self-report",
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+ "content": "This skill cross-references your client checklist against what's been received. It identifies what's still missing, who needs to provide it, and drafts follow-up messages.",
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+ "isCritical": false,
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+ "personaVariations": {},
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+ "trainerVariations": {},
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+ "attachments": [],
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+ "isVisible": true,
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+ "verification": "self-report"
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+ },
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+ {
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+ "id": "f42465fd-dce1-4f42-8a45-c820f87051de",
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+ "title": "Install the Bank Reconciliation Builder skill",
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+ "order": 6,
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+ "type": "self-report",
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+ "content": "A standalone reconciliation skill that matches bank statement transactions to GL entries, flags unmatched items, and produces a formatted reconciliation workpaper.",
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+ "isCritical": false,
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+ "personaVariations": {},
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+ "trainerVariations": {},
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+ "attachments": [],
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+ "isVisible": true,
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+ "verification": "self-report"
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+ },
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+ {
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+ "id": "8e51b143-446d-4034-81e0-b11fa79001d7",
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+ "title": "Install the Invoice & Receipt Extractor skill",
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+ "order": 7,
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+ "type": "self-report",
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+ "content": "This skill reads invoices and receipts (PDF or image), extracts vendor, amount, date, and category, and outputs a structured table ready for entry or review.",
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+ "isCritical": false,
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+ "personaVariations": {},
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+ "trainerVariations": {},
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+ "attachments": [],
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+ "isVisible": true,
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+ "verification": "self-report"
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+ },
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+ {
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+ "id": "dac50542-85f5-4240-b149-d94125b4bded",
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+ "title": "Install the Depreciation Scheduler skill",
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+ "order": 8,
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+ "type": "self-report",
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+ "content": "This skill takes your fixed asset register, applies the correct depreciation method and useful life for each asset, and produces the monthly depreciation schedule with journal entries.",
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+ "isCritical": false,
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+ "personaVariations": {},
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+ "trainerVariations": {},
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+ "attachments": [],
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+ "isVisible": true,
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+ "verification": "self-report"
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+ }
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+ ]
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+ }
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+ ]
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+ }
@@ -0,0 +1,57 @@
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+ {
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+ "id": "accounting-firm-20-to-35-margin",
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+ "slug": "accounting-firm-20-to-35-margin",
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+ "title": "Take Your Accounting Firm from 20% to 35% Margin",
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+ "description": "Follow the same framework Jason Staats used to increase his $4M firm's margin from 20% to 35% in 18 months — by fixing your client list, pricing, and focus. No tech tricks — just hard business decisions.",
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+ "coverImage": null,
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+ "sourceUrl": null,
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+ "tier": "free",
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+ "personas": [],
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+ "globalInfo": "Source: Jason Staats, CPA — LinkedIn post (2026-04-18 scrape). Core thesis: your firm's margin problem is a client list problem, not a tech problem. Fix clients first, then systems, then tech. Move low-margin clients along, use multi-tier pricing to reveal who wants to pay more, and find better clients through content and niche positioning.",
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+ "tags": [
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+ "Accounting",
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+ "Firm Management",
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+ "Pricing",
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+ "Profitability"
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+ ],
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+ "isActive": true,
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+ "isPublic": true,
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+ "source": "platform",
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+ "sourceId": "006d8429-b588-4777-a375-70a62f220a54",
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+ "projectSlug": "unofficial-guides-from-josh-staats-li-posts",
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+ "difficulty": "beginner",
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+ "trainers": [
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+ "alex",
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+ "jordan",
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+ "morgan",
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+ "riley",
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+ "sam"
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+ ],
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+ "createdAt": "2026-04-19T01:52:47.261Z",
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+ "updatedAt": "2026-04-19T01:52:47.261Z",
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+ "modules": [
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+ {
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+ "id": "module-0",
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+ "title": "Diagnose the Problem",
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+ "description": "",
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+ "order": 1,
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+ "isVisible": true,
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+ },
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+ {
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+ "id": "module-1",
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+ "title": "Fix and Grow",
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+ "description": "",
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+ "order": 2,
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+ "agentInstructions": null,
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+ "isVisible": true,
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+ "steps": []
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+ }
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+ ]
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+ }
@@ -0,0 +1,128 @@
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+ {
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+ "id": "ai-proof-your-accounting-firm-s-tech-stack",
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+ "slug": "ai-proof-your-accounting-firm-s-tech-stack",
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+ "title": "AI-Proof Your Accounting Firm's Tech Stack",
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+ "description": "Understand what makes software future-proof in an AI-agent world.",
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+ "coverImage": null,
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+ "sourceUrl": null,
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+ "tier": "free",
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+ "tags": [
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+ "AI",
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+ "Accounting",
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+ "Tech Stack",
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+ "MCP",
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+ "Future-Proofing"
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+ ],
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+ "alex",
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+ "jordan",
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+ "morgan",
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+ "riley",
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+ "sam"
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+ ],
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+ "createdAt": "2026-04-18T19:41:40.762Z",
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+ "updatedAt": "2026-04-19T01:46:03.407Z",
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+ "modules": [
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+ {
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+ "id": "module-0",
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+ "title": "Steps",
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+ "description": "Evaluate and future-proof your tech stack.",
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+ "order": 0,
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+ "agentInstructions": null,
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+ "isVisible": true,
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+ "id": "step-0-0",
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+ "title": "Understand the two jobs that remain for software",
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+ "order": 0,
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+ "type": "self-report",
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+ "content": "Build AI agents or build software for AI agents.",
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+ "isCritical": false,
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+ "verification": "self-report"
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+ },
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+ {
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+ "id": "step-0-1",
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+ "title": "Look for MCP server support as the gold standard",
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+ "order": 1,
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+ "type": "self-report",
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+ "content": "MCP lets AI agents interact with your software directly.",
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+ "isCritical": false,
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+ "attachments": [],
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+ },
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+ {
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+ "id": "step-0-2",
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+ "title": "At minimum, demand a good API",
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+ "order": 2,
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+ "type": "self-report",
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+ "content": "Tools should have a robust API for programmatic access.",
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+ "isCritical": false,
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+ "personaVariations": {},
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+ "attachments": [],
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+ "isVisible": true,
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+ },
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+ {
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+ "id": "step-0-3",
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+ "title": "Evaluate your current tools",
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+ "order": 3,
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+ "type": "self-report",
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+ "content": "Ask: Can an AI agent interact with this tool?",
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+ "isCritical": false,
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+ "attachments": [],
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+ },
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+ {
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+ "id": "step-0-4",
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+ "title": "Prioritize connectivity over features",
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+ "order": 4,
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+ "type": "self-report",
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+ "content": "Weight connectivity as heavily as features when evaluating new tools.",
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+ "isCritical": false,
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+ "isVisible": true,
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+ },
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+ {
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+ "id": "step-0-5",
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+ "title": "Start testing agent workflows with one tool today",
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+ "order": 5,
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+ "type": "self-report",
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+ "content": "Pick one tool, connect it to an AI agent, give it a simple task.",
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+ "isCritical": false,
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+ "attachments": [],
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+ }
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+ ]
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+ }
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+ ]
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+ }